+38.8%
BMY vs HTZ
-77.9%
+116.7%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -8.0% | +9.0% | +1.4% |
| 7D | +1.8% | -27.5% | +29.3% | +3.0% |
| 30D | +6.2% | -21.9% | +28.1% | +7.3% |
| 3M | -2.1% | -29.2% | +27.1% | -1.2% |
| 6M | +14.3% | -75.2% | +89.5% | +22.0% |
| YTD | +21.6% | -70.8% | +92.4% | +26.5% |
| 1Y | +38.8% | -76.1% | +114.9% | +49.1% |
| All | +38.8% | -77.9% | +116.7% | +49.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded HTZ wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling